Whtg Wealth Management, LLC

Overview

Whtg Wealth Management, LLC is a small, independent registered investment adviser operating as a limited liability company that provides financial planning and portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and manages client assets on a discretionary basis, indicating it makes day-to-day investment decisions for its accounts. The adviser is focused on a private-client book rather than institutional mandates: its client base is individual and family households. It is not positioned as an active ESG investor, and it does not present itself as a multi-state adviser or a pension consultant. Given the firm’s scale and service mix, its model appears to emphasize bespoke planning and direct portfolio oversight for a small number of relationships.

Assets & Accounts

Location & Offices